This video tutorial will guide you on how to bulk reassign addresses, when needed, within WealthWorks+.
Tutorial Transcript
To reassign addresses in bulk go to the Entity List menu option then Reassign Address. Select the Address Type from the drop-down list and use the control filters to narrow the list of entities displayed. You can either click Update All, then Yes to update the address for all the entities displayed, or you can select the entities you wish to update by checking the appropriate boxes and clicking Update Selected. Check the list of selected entities is correct and click Assign. Now you can add the new address by either selecting an address already in the database (the system will automatically search the database for matching addresses after you have entered 2 or more characters) or click on the Add Address button to add a new address to the system. Once you have the relevant address selected, add the date of the change and click Save, The existing addresses will be expired on the date of the change and new address will be made effective on the same date. You can view the history of the address changes in the entity details.